Filed April 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $54,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,655 | $98,780-31.5% | $60,874+11.1% | $77,904-13.2% |
| Participation rate | 95.8% | 76.7%+19.1pp | 73.1%+22.7pp | 73.7%+22.1pp |
| Annual return | -13.07% | -11.56%-1.5pp | 16.90%-30.0pp | 12.21%-25.3pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,742 | $4,200+84.3% | $3,817+102.8% | $4,806+61.1% |
| Admin fee / account holder | $1 | $89-99.0% | $3,224-100.0% | $133-99.3% |